The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Bank Tabungan Pensiunan Nasional: With Fundamentals Remaining Solid, Further Upside Seen
Having revisited Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ)'s fundamentals, we believe that things are not as bad as 2017 headline numbers...
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Bank Mandiri: Modest Growth Re-Acceleration Only Amid Share Price Run Up
Conference call with management reveals 2020 vision and 2018 outlook. We are disappointed with only modest growth re-acceleration (SD growth rate...
134 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
250 Views
Last Week in Event SPACE – Kakao, Hopewell, Lotte, Hyosung
Last week, cryptocurrency fever undermined the Kakao Corp (035720 KS) GDR arb; Hopewell Holdings Ltd (54 HK) will be cashed up after exiting...
318 Views